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Vanguard Small-Cap ETF
VB

Overview Fund Activity

924 hedge funds and large institutions have $11B invested in Vanguard Small-Cap ETF in 2018 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 357 increasing their positions, 273 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+69
Holders Change %
+8.07%
% of All Funds
20.62%
Holding in Top 10
88
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.39%
% of All Funds
1.96%
New
159
Increased
357
Reduced
273
Closed
83
Calls
$1.84M
Puts
–
Net Calls
+$1.84M
Net Calls Change
+$576K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$165M
2
Bank of America
Bank of America
North Carolina
$1.34B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$242M
4
Jones Financial Companies
Jones Financial Companies
Missouri
$1.53B
5
CAW
Cornerstone Advisors (Washington)
Washington
$42.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.6M
2
CWM
Cornerstone Wealth Management
Missouri
$1.19M
3
CM
Churchill Management
California
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$113M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Maryland Capital Management
Maryland
$8.23M +$223K +1,690 +3%
CG
127
Caprock Group
Idaho
$8.13M +$234K +1,774 +3%
PW
128
Peninsula Wealth
California
$8.09M +$99.6K +755 +1%
EIG
129
Ellenbecker Investment Group
Wisconsin
$8.04M -$95.6K -724 -1%
PWMAG
130
Pinnacle Wealth Management Advisory Group
New Jersey
$8.03M -$1.25M -9,488 -13%
TF
131
TimeScale Financial
Massachusetts
$7.86M +$7.86M +59,523 New
AWS
132
AJ Wealth Strategies
New York
$7.56M +$4.8M +36,364 +174%
BP
133
Ballentine Partners
Massachusetts
$7.48M -$813K -6,162 -10%
MCIM
134
Meadow Creek Investment Management
Georgia
$7.42M – – –
WTC
135
WhitTier Trust Company
Nevada
$7.31M +$42.4K +321 +0.6%
FFS
136
Founders Financial Securities
Maryland
$7.28M -$5.81M -44,036 -44%
HI
137
Horizon Investments
North Carolina
$7.26M -$5.83M -44,193 -45%
CBU
138
CIBC Bank USA
Illinois
$7.14M +$293K +2,221 +4%
PCG
139
Private Capital Group
Connecticut
$7.08M +$361K +2,736 +5%
MWP
140
MYCIO Wealth Partners
Pennsylvania
$7.08M +$6.17M +46,729 +680%
AAMA
141
Advanced Asset Management Advisors
Ohio
$6.88M – – –
PCA
142
Personal Capital Advisors
California
$6.88M +$5.02M +38,014 +270%
SCM
143
Stonehearth Capital Management
Massachusetts
$6.75M -$207K -1,568 -3%
FCH
144
Freestone Capital Holdings
Washington
$6.75M +$4.96M +37,585 +277%
MCM
145
Manchester Capital Management
Vermont
$6.66M +$518K +3,325 +8%
TCM
146
TD Capital Management
Tennessee
$6.64M +$86.1K +652 +1%
CA
147
Cetera Advisors
Colorado
$6.64M -$244K -1,846 -4%
PFC
148
Personal Financial Consultants
California
$6.56M +$6.34K +48 +0.1%
CFS
149
CRA Financial Services
New Jersey
$6.53M +$6.53M +49,489 New
JAFL
150
Jay A. Fishman Ltd
Michigan
$6.51M -$129K -978 -2%
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6
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